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CRMdata + Microsoft Outlook + Microsoft Excel

CRMdata + Microsoft Outlook + Microsoft Excel

CRMdata + Microsoft Outlook integrations

Add Microsoft Excel rows and send Microsoft Outlook emails for new CRMdata companies

When a new company is added in CRMdata, a corresponding Microsoft Excel row will be added. In addition, a welcome message will be sent via Microsoft Outlook.

  1. When this happens...
    New Company
    New Company
    New CompanyTriggers when a new Company is created.
  2. automatically do this...
    Add Row
    Add Row
    Add RowAdds a new row to the end of a worksheet.
  3. then do this!
    Send Email
    Send Email
    Send EmailSend an email from your Outlook account.
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About CRMdata
CRMdata is an easy to use CRM system pre-loaded with business data, allowing you to easily prospect and keep track of your sales processes.
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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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